JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,828,594 $201M 0.02% +175,701 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 1,214,194 $85.1M 0.35% +78,745 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,127,528 $80.2M 0.01% -119,821 13F-HR Timeline Group Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 898,800 $63.9M 6.75% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 895,119 $63.7M <0.01% -123,729 13F-HR Timeline Group MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 879,976 $62.6M 3.68% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 874,224 $62.2M 0.78% +68,534 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 838,080 $59.6M 0.02% +187,835 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 676,976 $48.1M 0.85% +31,948 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 588,432 $41.8M 1.4% +12,039 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 569,342 $40.5M 1.2% +31,428 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 536,797 $38.2M 0.01% +5,436 13F-HR Timeline Group Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 270,070 $19.2M 6.49% -78,029 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 250,082 $17.8M 0.06% +14,251 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 243,116 $17.3M 0.01% +2,981 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 234,920 $16.7M 0.01% -208,753 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 226,957 $16.1M 0.46% -48,480 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 220,454 $15.7M 1.01% +30,855 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 210,123 $14.9M <0.01% -97,090 13F-HR/A Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 179,590 $12.8M 0.11% new 13F-HR Timeline Group Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 178,253 $12.7M 6.04% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 170,826 $12.1M 0.02% +10,595 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 157,853 $11.2M <0.01% +28,764 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 150,141 $10.7M 0.73% -15,181 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 162,384 $10.5M 6.97% -734 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 138,661 $9.86M 5.51% +54,632 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 133,646 $9.5M 6.35% +10,853 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 124,829 $8.88M <0.01% -24,934 13F-HR Timeline Group EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 122,246 $8.69M 6.93% +1,819 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 121,458 $8.64M 2.22% +18,116 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 117,287 $8.34M 0.01% -72,261 13F-HR Timeline Group Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 110,801 $7.88M 4.11% -12,710 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 99,369 $7.07M <0.01% +9,247 13F-HR Timeline Group CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 97,378 $6.92M 9.25% -958 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 95,704 $6.81M 0.02% +1,961 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 95,595 $6.8M 1.48% -25,241 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 91,098 $6.48M 1.17% -3,015 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 83,856 $5.96M 0.67% +61,917 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 80,488 $5.72M 3.26% +64,188 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 80,000 $5.69M 2.14% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 77,917 $5.54M 0.23% +28,353 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 77,457 $5.51M 1.44% new 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 77,934 $5.48M 0.08% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 68,390 $4.86M <0.01% 0 13F-HR/A Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 66,309 $4.72M 0.06% -1,161 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 61,969 $4.41M 0.01% +11,944 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 60,346 $4.29M 0.01% -132,794 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 58,395 $4.15M <0.01% -695,931 13F-HR Timeline Group Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 56,100 $3.99M 0.04% new 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 55,919 $3.98M 0.17% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 55,771 $3.97M 0.01% -1,858 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 56,540 $3.96M 0.04% -2,229 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 55,206 $3.93M 0.25% +4,010 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 55,169 $3.92M 0.01% -12,203 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 52,790 $3.75M 0.17% -8,821 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 52,618 $3.74M 0.33% -11,967 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 52,557 $3.74M 0.39% -761 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 52,372 $3.72M 0.01% +33,540 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 49,732 $3.54M 0.11% -5,728 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 49,475 $3.52M 0.01% -52,739 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 44,119 $3.52M 1.32% new 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 48,625 $3.46M 1.94% -7,033 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 47,975 $3.41M 0.07% +3,779 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 47,522 $3.38M 0.09% +14,255 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 44,267 $3.15M 0.02% 0 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 43,663 $3.1M <0.01% -1,626 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 43,155 $3.07M 0.07% -693,689 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 41,423 $2.95M 1.66% +32,896 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 41,007 $2.92M <0.01% -190,616 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 39,225 $2.79M 0.55% +15,019 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 36,286 $2.58M 0.12% -1,328 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 33,044 $2.35M <0.01% +6,857 13F-HR Timeline Group NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 26,950 $1.92M 0.29% +17,850 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 24,536 $1.75M <0.01% -107,758 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 23,680 $1.68M 0.95% +8,408 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 23,267 $1.65M 0.01% -7,918 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 22,747 $1.62M 0.23% new 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 22,619 $1.61M 0.61% -2,244 13F-HR Timeline Arizona PSPRS Trust More: the full row for Arizona PSPRS Trust 21,867 $1.55M 0.05% new 13F-HR/A Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 21,612 $1.54M 0.14% -4,080 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 21,031 $1.5M 0.36% +14,301 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 21,897 $1.42M 0.59% 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 19,984 $1.4M <0.01% -5,293 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 19,579 $1.39M <0.01% -7,577 13F-HR Timeline Group Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 19,479 $1.39M 0.99% -21,179 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 18,020 $1.28M <0.01% -137,543 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 17,989 $1.28M 0.01% -3,869 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 18,193 $1.27M 0.04% +10,043 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 17,896 $1.27M 0.44% +2,820 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 17,497 $1.24M 0.49% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 15,866 $1.13M 0.03% +8,100 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 15,769 $1.12M 0.01% +1,126 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 15,769 $1.12M 0.01% +1,126 13F-HR/A Timeline Accel Wealth Management More: the full row for Accel Wealth Management 15,172 $1.08M 0.39% -7,008 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 12,255 $871K 0.03% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 11,029 $784K 0.1% +1,587 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 10,846 $771K 0.02% new 13F-HR Timeline Group Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 10,420 $741K 0.11% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 10,093 $717K <0.01% -45,371 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,042 $714K 0.03% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 9,758 $694K 0.14% new 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 10,493 $693K 0.46% +132 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 9,595 $682K <0.01% -3,995 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,184 $654K 0.02% +9,160 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 8,655 $615K 0.03% -7,625 13F-HR Timeline Group ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 8,633 $614K 0.56% 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,136 $579K 0.03% -3,863 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 7,789 $554K 0.5% new 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 7,789 $554K 0.03% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 7,427 $528K <0.01% new 13F-HR/A Timeline Group SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 7,029 $500K 0.19% -2,595 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 6,921 $492K <0.01% +1,000 13F-HR Timeline Group RHS Financial, LLC More: the full row for RHS Financial, LLC 6,743 $480K 0.27% -6,162 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 6,635 $472K 0.15% -35 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,450 $459K 0.05% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 6,401 $455K 0.01% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,307 $449K 0.15% -201 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,278 $446K 0.01% -20,394 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,147 $437K 0.07% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,820 $413K 0.1% -6,967 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,778 $411K 0.03% -717 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,757 $409K <0.01% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,729 $407K 0.14% +353 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 5,396 $383K 0.01% new 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 5,069 $360K 0.76% -404 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,775 $340K <0.01% -743 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 4,654 $331K 0.15% +119 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 4,562 $324K 0.09% new 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 4,380 $311K 0.04% -411 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,176 $297K <0.01% +462 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 3,988 $284K <0.01% +29 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 3,915 $278K 0.1% -56 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,794 $261K -209 Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 3,515 $250K 0.04% new 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 3,476 $247K 0.23% new 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 3,384 $241K 0.08% +421 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 3,312 $236K 0.22% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 3,261 $232K 0.02% -303 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,200 $228K <0.01% 0 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 3,179 $226K 0.02% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,144 $224K <0.01% -205 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 3,331 $223K 0.07% -126 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,115 $222K 0.03% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,000 $213K 0.01% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,965 $211K 0.01% new 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,948 $210K <0.01% 0 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 2,784 $198K <0.01% -327 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,275 $162K 0.01% -300 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,415 $101K <0.01% -1,870 13F-HR Timeline Group Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 1,176 $83K 0.03% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,050 $74.7K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,044 $74.2K <0.01% +1,000 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 644 $45.8K 0.02% +55 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 93 $40.2K 0.03% -4,383 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 500 $35.6K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 500 $35.6K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 485 $34.5K 0.02% -1 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 414 $29.4K 0.01% 0 13F-HR/A Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 374 $26.6K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 347 $24.7K 0.02% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 336 $23.9K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 274 $19.5K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 248 $17.6K 0.03% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 237 $16.9K 0.01% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 230 $16.3K <0.01% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 200 $14.2K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 181 $12.9K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 156 $10.9K <0.01% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 151 $10.7K 0.01% -36 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 141 $10K <0.01% +116 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 130 $9.24K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 104 $7.39K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 100 $7.12K <0.01% -260 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 90 $6.37K <0.01% +85 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 86 $5.82K -86,239 Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 80 $5.69K <0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 77 $5K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 68 $4.83K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 66 $4.69K <0.01% +37 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 60 $4.27K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 49 $3K <0.01% -66 13F-HR Timeline Group Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 38 $2.7K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 29 $2.09K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 27 $2K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 25 $2K <0.01% new 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 24 $1.73K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 22 $1.56K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 18 $1.28K <0.01% new 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 16 $1.12K <0.01% new 13F-HR/A Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 15 $1.07K <0.01% 0 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 9 $648 <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 8 $569 <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2 $142 <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1 $71 <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 0 $25 <0.01% -2,613 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.